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Tax Services

TAX FILING & COMPLIANCE

Precision. Strategy. Compliance.

What’s included:

  • Individual 1040 Filing
  • Self-Employed / Gig Worker filing
  • Small Business Tax Returns
  • Post-Filing Support
  • Year-Round Tax Support
  • Past-Due / Multi-Year Catch-Up Filing
  • IRS Notices & Letter Responses
  • Refund Status Guidance (incl uding offsets)
Schedule a consultation

Tax Advisory

Were our clients transform most.

What’s included:

  • Tax Savings Analysis
  • Withholding Strategy & Planning
  • Deduction Optimization
  • Business Structuring Guidance
  • Wealth-Building Blueprinting
  • Customized CEO Roadmap Sessions
  • Quarterly Check-Ins (for business owners)
  • IRS Compliance Health Check
Schedule a consultation

Tax Resolution

When the irs calls, we answer.

What’s included:

  • IRS Notices + Letters
  • Back Taxes & Delinquent Returns
  • Payment Plans & Installments
  • Penalty Relief & Abatement Requests
  • Wage Garnishment + Bank Levy Support
  • Offer In Compromise (If Qualified)
  • Identity Theft, Fraud Alerts
  • Transcript Corrections
Schedule a consultation

Credit Services

90-day credit restoration program

a legal, structured dispute system designed using FCRA, FDCPA, & Metro2 compliance.

What’s included:

  • Custom credit audit
  • Law-backed dispute letters
  • Monthly escalations
  • Fraud protection included
  • Credit-building strategy
  • Personalized action plan
  • Positive tradeline guidance
  • Dedicated specialist support

Enjoy 3 months on us!

When you file your tax return with us we’ll cover the cost of your credit restoration.

Schedule a consultation

Business Services

START, SCALE, OR GROW WITH CONFIDENCE

Business Formation & Compliance

What’s included:

  • LLC, S-Corp, C-Corp setup
  • EIN creation
  • Operating agreements
  • State & federal compliance
  • BOI Reporting (FinCEN)
  • DUNS & business credit setup
Schedule a consultation

Business Credit Foundation

What’s included:

  • Business credit audit
  • Net-30 starter accounts
  • Vendor credit approval strategy
  • Paydex optimization
  • Funding preparation
  • Lender-readiness assessment
Schedule a consultation

CEO Roadmap (Business Advisory Program)

This is your flagship consulting service.

What’s included:

  • Full business audit
  • Revenue analysis
  • Offer optimization
  • Systems + automation recommendations
  • Tax & compliance review
  • Action plan with deadlines
  • Scaling strategy
Schedule a consultation

Result: Every business owner leaves knowing exactly what to do next — no confusion, no guesswork.

Why Choose Us?

EXPERTS YOU
CAN TRUST

RESULTS THAT
MATTER

CLIENT-CENTERED
SERVICE

QUICK AND
RELIABLE

Let's Get Started…
It's Easier Than You Think!

1. Tell Us Your Story

Just fill out our quick and easy intake form.  A few simple questions will help us understand your tax situation and get started on your return right away.

2. Share Your Documents

Securely upload your W-2s, 1099s, and other relevant documents through our safe online portal.  We’ll handle the rest!

3. Relax & Let Us Do the Work

Once you’ve submitted everything, our expert team will take over. We’ll prepare your return with precision and care, keeping you updated every step of the way. You can sit back and relax knowing your refund is in good hands.

File Now

LET’S Get Started…
It's Easier Than You Think!

1. Tell Us Your Story

Just fill out our quick and easy intake form.  A few simple questions will help us understand your tax situation and get started on your return right away.

2. Share Your Documents

Securely upload your W-2s, 1099s, and other relevant documents through our safe online portal.  We’ll handle the rest!

3. Relax & Let Us Do the Work

Once you’ve submitted everything, our expert team will take over. We’ll prepare your return with precision and care, keeping you updated every step of the way. You can sit back and relax knowing your refund is in good hands.

File Now

Our Clients Reviews

Patrice at 1028 Wealth Management Associates has been my GO TO tax professional for the past 4 years! She treats me like family. She’s ALWAYS professional and is extremely knowledgeable about her field. Every time I have a question she answers it. It doesn’t matter if it’s about my personal or business taxes, credit, or funding! She is truly an asset to my business and my life! I have nothing but respect for her outstanding service and work ethic!
Alger Warren
Alger Warren
1028 Wealth Management Associates is an amazing place where small business owners should begin. They are extremely knowledgeable and can definitely point you in the right direction.
Lola Porter
Lola Porter
My Tax prepare Patrice Valentine, has been preparing my taxes for two years. She is the best always returned my calls. MS.Valentine made me comfortable and that's going to keep me coming back. Thank you Patrice!!
Caroline Williams
Caroline Williams
Patrice at 1028 Wealth Management Associates has been my GO TO tax professional for the past 4 years! She treats me like family. She’s ALWAYS professional and is extremely knowledgeable about her field. Every time I have a question she answers it. It doesn’t matter if it’s about my personal or business taxes, credit, or funding! She is truly an asset to my business and my life! I have nothing but respect for her outstanding service and work ethic!
Alger Warren
Alger Warren
1028 Wealth Management Associates is an amazing place where small business owners should begin. They are extremely knowledgeable and can definitely point you in the right direction.
Lola Porter
Lola Porter
My Tax prepare Patrice Valentine, has been preparing my taxes for two years. She is the best always returned my calls. MS.Valentine made me comfortable and that's going to keep me coming back. Thank you Patrice!!
Caroline Williams
Caroline Williams

Our goal is to help people in the best way possible. this is a basic principle in every case and cause for success. contact us today for a free consultation. 

Book Now

Any Question?